| |
Institutional
Holders
Total
Institutions:
 |
136  6 |
|
|
Total
shares held :
|
10,750,230 |
|
|
% of shares
held :
|
75.97% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 -7 |
|
|
Amount
of shares held :
|
-116,188 |
|
|
% of shares
held change :
|
-0.82% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
N/A |
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|
Last
Quarter's Ending
Price :
|
N/A |
|
|
Last
Quarter's Average
Price :
|
N/A |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
(%) |
|
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|
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Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  SCHWAB CHARLES INVESTMENT MANAGEMENT INC |
309 |
- |
2024-03-31 |
4,709,322 |
$233,394,000 |
1,436,228 |
|
| Lido Advisors LLC |
19 |
- |
2023-12-31 |
1,742,255 |
$77,609,000 |
198,014 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
186 |
- |
2023-12-31 |
1,039,590 |
$46,309,000 |
419,411 |
|
| AGF MANAGEMENT LTD |
211 |
- |
2023-12-31 |
200,924 |
$8,950,000 |
59,553 |
|
| Crumly & Associates Inc. |
24 |
- |
2024-03-31 |
119,369 |
$5,916,000 |
106,979 |
|
| PERSONAL CFO SOLUTIONS LLC |
18 |
- |
2023-12-31 |
123,362 |
$5,495,000 |
75,293 |
|
| ADVISORY SERVICES NETWORK, LLC |
283 |
- |
2024-03-31 |
73,953 |
$3,665,000 |
48,493 |
|
| LPL FINANCIAL CORP |
2012 |
- |
2024-03-31 |
73,421 |
$3,639,000 |
6,277 |
|
| SOUTHERN CAPITAL ADVISORS LLC |
11 |
- |
2024-03-31 |
70,838 |
$3,511,000 |
20,867 |
|
| JANNEY MONTGOMERY SCOTT LLC |
940 |
- |
2024-03-31 |
63,171 |
$3,131,000 |
2,341 |
|
| EUDAIMONIA ADVISORS LLC |
14 |
- |
2024-03-31 |
61,958 |
$3,071,000 |
17,367 |
|
| Yoder Wealth Management Inc. |
19 |
- |
2024-03-31 |
53,687 |
$2,661,000 |
961 |
|
| ATLAS CAPITAL ADVISORS LLC |
56 |
- |
2024-03-31 |
53,670 |
$2,660,000 |
13,547 |
|
| Maltin Wealth Management Inc. |
19 |
- |
2024-03-31 |
53,060 |
$2,630,000 |
2,136 |
|
| BANK OF AMERICA CORP /DE/ |
3444 |
- |
2023-12-31 |
49,590 |
$2,209,000 |
9,977 |
|
| CITADEL ADVISORS LLC |
2232 |
- |
2023-12-31 |
49,277 |
$2,195,000 |
30,285 |
|
| THRIVENT FINANCIAL FOR LUTHERANS |
1525 |
- |
2023-12-31 |
32,919 |
$1,466,000 |
17,069 |
|
| Colonial River Wealth Management LLC |
37 |
- |
2024-03-31 |
27,320 |
$1,354,000 |
10,888 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2202 |
- |
2024-03-31 |
27,045 |
$1,340,000 |
2,924 |
|
| Lifeworks Advisors LLC |
79 |
- |
2024-03-31 |
25,892 |
$1,283,000 |
320 |
|
| Merit Financial Group LLC |
348 |
- |
2024-03-31 |
25,253 |
$1,243,000 |
25,253 |
|
| LYNCH & ASSOCIATES/IN |
72 |
- |
2024-03-31 |
22,927 |
$1,136,000 |
1,746 |
|
| Snowden Capital Advisors LLC |
467 |
- |
2023-12-31 |
19,669 |
$876,000 |
1,439 |
|
| Sigma Planning Corp |
647 |
- |
2024-03-31 |
13,492 |
$669,000 |
964 |
|
| Atlas Private Wealth Management |
89 |
- |
2024-03-31 |
12,686 |
$629,000 |
119 |
|
| Stonebridge Financial Planning Group LLC |
81 |
- |
2023-12-31 |
13,227 |
$589,000 |
2,286 |
|
| Soltis Investment Advisors LLC |
190 |
- |
2024-03-31 |
11,691 |
$579,000 |
276 |
|
| RAYMOND JAMES & ASSOCIATES |
3055 |
- |
2024-03-31 |
9,453 |
$468,000 |
2,357 |
|
| ATLAS BROWNINC |
124 |
- |
2024-03-31 |
9,244 |
$458,000 |
4 |
|
| Apollon Wealth Management LLC |
845 |
- |
2024-03-31 |
6,373 |
$316,000 |
483 |
|
| FMR LLC |
2731 |
- |
2023-12-31 |
5,675 |
$253,000 |
891 |
|
| Qube Research & Technologies Ltd |
2469 |
- |
2023-12-31 |
3,940 |
$176,000 |
100 |
|
| SMITHFIELD TRUST CO |
357 |
- |
2024-03-31 |
3,400 |
$169,000 |
1,425 |
|
| CWM LLC |
1643 |
- |
2024-03-31 |
3,001 |
$149,000 |
1,013 |
|
| TOWER RESEARCH CAPITAL LLC |
2411 |
- |
2023-12-31 |
2,990 |
$133,000 |
2,989 |
|
| Sunbelt Securities Inc. |
661 |
- |
2024-03-31 |
2,349 |
$116,000 |
479 |
|
| COMERICA BANK |
2576 |
- |
2023-12-31 |
1,725 |
$77,000 |
476 |
|
| AMERICAN NATIONAL BANK |
293 |
- |
2024-03-31 |
1,277 |
$63,000 |
464 |
|
| AdvisorNet Financial Inc |
955 |
- |
2024-03-31 |
606 |
$30,000 |
403 |
|
|
39 Records found
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1
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